Investment Banking Experienced Associate (Restructuring) - Capital Structure Advisory, NY

Raymond James•New York, NY

1d•$100,000 - $200,000•Onsite

About The Position

The Investment Banking Experienced Associate (Restructuring) on the Capital Structure Advisory team plays an integral role in the department’s activities and takes on a high level of responsibility as a member of an industry-focused team. The position involves formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to public stock issuance. The associate makes recommendations that can significantly affect business performance and outcomes, develops solutions from complex information, contributes to policies and procedures, and supports investment portfolio analysis and investment policy. The role also includes business partnering, planning and risk management, developing communications and materials for important audiences, and working with clients and internal stakeholders. The position is resident, with travel of less than 25%.

Requirements

Three to six years of general work experience.
Bachelor’s degree in Accounting, required.
Bachelor’s degree in Business Administration, required.
Bachelor’s degree in Finance, required.
Expertise in standard office equipment and software packages.
Expertise in analyzing data trends and preparing reports to guide decision-making.
Clear and effective verbal communication skills.
Ability to plan, organize, prioritize, and oversee activities to meet business objectives.
Ability to develop, monitor, interpret, and understand policies and procedures and ensure they align with organizational strategies and objectives.
Ability to develop appropriate plans or actions based on recommendations and requirements.
Strong numerical and mathematical skills, including report analysis.
Knowledge of laws, regulations, and policies relevant to the area of expertise.
Ability to acquire, organize, protect, and process data to fulfill business objectives.
Ability to manage client accounts and guide or train others in doing so.
Advanced ability to analyze potential solutions and recommend options based on expected benefits, costs, and value for stakeholders.
Ability to understand business context, needs, rules, architecture, organizational structure, culture, capabilities, and processes, and document current-state processes and business conditions.
Ability to contribute to or lead business case creation, quantify current costs, justify project investment, and identify return on investment.
Ability to conduct research and analyze data to understand customer and market conditions and support investment returns.
Ability to orient a seller’s organization around key customer needs.
Ability to document future-state processes and products, define solution scope and value, and identify necessary changes to processes, products, infrastructure, capabilities, and technology.
Ability to help clients assess problems, implications of inaction, and the value of a solution.
Ability to conduct gap analysis between current and future states to identify elements of a change strategy.
Ability to identify clients’ explicit needs and uncover unforeseen opportunities and challenges.

Responsibilities

Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to public stock issuance.
Make recommendations about technical or professional solutions that can significantly improve business performance and affect business outcomes over the short and long term.
Develop innovative solutions by integrating and analyzing complex and diverse information sources.
Develop functional or operational policies and policy frameworks; create procedures and monitor their implementation.
Manage investment portfolios through market and sector analysis, maintain external relationships, and participate in the formulation and evolution of general investment policy.
Develop and test administrative procedures for complex processes and databases to ensure alignment with organizational needs.
Develop short- or medium-term work schedules and approve overtime or use additional resources as needed.
Build frameworks to assess short- and long-term business needs.
Act as a business partner to important internal customers and manage relationships with guidance from senior colleagues.
Develop or deliver plans for significant aspects of internal communications, with guidance from senior colleagues.
Develop and write highly visible materials, such as sensitive press releases or speeches for critical audiences.
Develop or deliver contingency plans for significant aspects of risk management or risk control processes.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Additional compensation may include cash or equity, discretionary bonuses, or commissions